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Forrester Research
FORR

Overview Fund Activity

121 hedge funds and large institutions have $348M invested in Forrester Research in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-8
Holders Change %
-6.2%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
41
Reduced
51
Closed
19
Calls
$197K
Puts
$291K
Net Calls
-$94K
Net Calls Change
+$13K

Top Buyers

1
RA
1
Royce & Associates
New York
$69.5M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$13.6M
3
ICM
3
Invenomic Capital Management
Massachusetts
$4.51M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$2.47M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.12M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.49M
2
HIM
2
Hillsdale Investment Management
Ontario, Canada
$0
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$879K
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.47M
5
BlackRock
5
BlackRock
New York
$59.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
101
KBC Group
Belgium
$31K – – –
US Bancorp
102
US Bancorp
Minnesota
$30.3K -$1.75K -54 -5%
ACM
103
Aquatic Capital Management
Illinois
$29K +$29K +900 New
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$27.4K – – –
Fidelity Investments
105
Fidelity Investments
Massachusetts
$25.6K +$13.1K +404 +105%
TRCT
106
Tower Research Capital (TRC)
New York
$25K +$13.1K +397 +109%
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$22.6K – – –
PMEF
108
Point72 Middle East FZE
United Arab Emirates
$21.1K +$21.1K +654 New
Osaic Holdings
109
Osaic Holdings
Arizona
$13K -$259 -8 -2%
EI
110
Ellevest Inc
New York
$12.6K +$3.24K +100 +34%
NHT
111
New Hampshire Trust
New Hampshire
$10.7K – – –
Russell Investments Group
112
Russell Investments Group
United Kingdom
$10.3K -$33.7K -1,043 -77%
HNB
113
Huntington National Bank
Ohio
$9.96K +$162 +5 +2%
QCG
114
Quadrant Capital Group
Ohio
$9.12K -$28.2K -872 -76%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$4.56K -$17.7K -548 -80%
LC
116
Lindbrook Capital
California
$2.3K +$1.78K +55 +344%
MPWT
117
MassMutual Private Wealth & Trust
Connecticut
$2.04K +$2.04K +63 New
PFBT
118
Parkside Financial Bank & Trust
Missouri
$1.1K -$1.36K -42 -55%
S
119
SignatureFD
Georgia
$809 -$1.23K -38 -60%
FMII
120
Farmers & Merchants Investments Inc
Nebraska
$259 – – –
BAM
121
Belpointe Asset Management
Nevada
$259 +$259 +8 New
HIM
122
Hillsdale Investment Management
Ontario, Canada
– -$3.04M -85,000 Closed
Wellington Management Group
123
Wellington Management Group
Massachusetts
– -$1.47M -41,061 Closed
MSAM
124
Moloney Securities Asset Management
Missouri
– -$671K -18,759 Closed
Teacher Retirement System of Texas
125
Teacher Retirement System of Texas
Texas
– -$547K -15,297 Closed
2 3 4
5
6